SPGI icon

S&P Global
SPGI

Overview Fund Activity

1,531 hedge funds and large institutions have $106B invested in S&P Global in 2021 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 631 increasing their positions, 420 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,531
Holders Change
+125
Holders Change %
+8.89%
% of All Funds
23.64%
Holding in Top 10
66
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+20%
% of All Funds
1.02%
New
214
Increased
631
Reduced
420
Closed
68
Calls
$793M
Puts
$1.15B
Net Calls
-$359M
Net Calls Change
-$654M

Top Buyers

1
BlackRock
BlackRock
New York
+$603M
2
Ameriprise
Ameriprise
Minnesota
+$337M
3
Marshall Wace
Marshall Wace
United Kingdom
+$330M
4
N
Natixis
France
+$188M
5
Capital World Investors
Capital World Investors
California
+$187M

Top Sellers

1
TCI Fund Management
TCI Fund Management
United Kingdom
-$503M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$440M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$321M
4
PI
Putnam Investments
Massachusetts
-$222M
5
Goldman Sachs
Goldman Sachs
New York
-$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1201
Aquatic Capital Management
Illinois
$330K +$330K +700 New
DY
1202
Dowling & Yahnke
California
$329K +$23.6K +50 +8%
WMA
1203
West Michigan Advisors
Michigan
$328K +$328K +695 New
BCM
1204
Buckhead Capital Management
Georgia
$326K -$30.7K -65 -9%
WA
1205
Waverly Advisors
Alabama
$325K -$45.3K -117 -12%
IGGA
1206
Iron Gate Global Advisors
Utah
$325K – – –
RPWA
1207
Regent Peak Wealth Advisors
Georgia
$324K +$9.45K +20 +3%
MTC
1208
McDaniel Terry & Co
Texas
$322K +$76.4K +162 +31%
AIA
1209
Avalon Investment & Advisory
Texas
$321K -$31.6K -67 -9%
NB
1210
Northwest Bancshares
Pennsylvania
$321K – – –
PBO
1211
Peoples Bank (Ohio)
Ohio
$319K – – –
ECM
1212
Evergreen Capital Management
Washington
$317K +$28.3K +60 +10%
DBRC
1213
D.B. Root & Company
Pennsylvania
$315K -$8.02K -17 -2%
SRC
1214
Shufro Rose & Co
New York
$315K – – –
BA
1215
Bridgewater Associates
Connecticut
$314K +$314K +666 New
GBT
1216
Grove Bank & Trust
Florida
$311K – – –
RFG
1217
Range Financial Group
Oregon
$311K +$28.3K +60 +10%
5L
1218
55I LLC
Massachusetts
$310K +$38.8K +82 +14%
EWM
1219
Empirical Wealth Management
Washington
$309K -$944 -2 -0.3%
PPW
1220
Pasadena Private Wealth
California
$308K – – –
CRCM
1221
Corbett Road Capital Management
Virginia
$308K +$308K +653 New
LWMM
1222
Legacy Wealth Management (Mississippi)
Mississippi
$308K – – –
OIS
1223
Okabena Investment Services
Minnesota
$306K -$957K -2,026 -76%
BHWM
1224
Bar Harbor Wealth Management
New Hampshire
$306K – – –
CL
1225
CPWM LLC
Washington
$306K – – –
47 48
49
50 51